Josh Walshe
Manager of PWM Research and Consulting Services
About Josh
Joshua Walshe leads traditional manager research and due diligence for William Blair’s Consulting Services team. He is dedicated to working collaboratively with advisors in the areas of investment policy, asset allocation strategy, manager selection, portfolio construction, and implementation. Josh previously held investment management roles at First Command Financial Services, The Bank of New York Mellon, and Lockwood Financial Services. Josh is a CFA charterholder and CFA Society Chicago member.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.